HHM Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

HHM Wealth Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.31M	Sell	13,007 -3,028	-19%	-$304K	0.13%	67
2026 Q1	$1.61M	Sell	16,035 -4,844	-23%	-$487K	0.19%	52
2025 Q4	$2.1M	Buy	20,879 +863	+4%	+$86.7K	0.25%	39
2025 Q3	$2.02M	Sell	20,016 -3,961	-17%	-$398K	0.23%	40
2025 Q2	$2.41M	Sell	23,977 -4,226	-15%	-$425K	0.29%	30
2025 Q1	$2.84M	Buy	28,203 +4,307	+18%	+$433K	0.38%	21
2024 Q4	$2.4M	Sell	23,896 -578	-2%	-$58.1K	0.33%	29
2024 Q3	$2.47M	Buy	24,474 +2,955	+14%	+$297K	0.35%	25
2024 Q2	$2.17M	Sell	21,519 -563	-3%	-$56.6K	0.33%	28
2024 Q1	$2.22M	Buy	22,082 +4,188	+23%	+$421K	0.37%	28
2023 Q4	$1.79M	Buy	17,894 +8,272	+86%	+$831K	0.31%	28
2023 Q3	$969K	Buy	9,622 +3,882	+68%	+$390K	0.19%	46
2023 Q2	$578K	Sell	5,740 -1,325	-19%	-$133K	0.11%	68
2023 Q1	$711K	Sell	7,065 -477	-6%	-$47.9K	0.15%	55
2022 Q4	$755K	Buy	7,542 +1,775	+31%	+$178K	0.17%	46
2022 Q3	$578K	Buy	5,767 +67	+1%	+$6.71K	0.15%	48
2022 Q2	$571K	Buy	5,700 +5,677	+24,683%	+$568K	0.15%	57
2022 Q1	$2K	Buy	+23	New	+$2.3K	﹤0.01%	670

Other funds holding SGOV

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HHM Wealth Advisors's SGOV Position: Q2 2026 in Review

HHM Wealth Advisors reduced its iShares 0-3 Month Treasury Bond ETF (SGOV) stake by 19% in Q2 2026, selling an estimated $304K and leaving 13,007 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #67.

HHM Wealth Advisors first reported a position in SGOV in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.84M in Q1 2025. 429 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

HHM Wealth Advisors held 13,007 shares of iShares 0-3 Month Treasury Bond ETF worth $1.31M as of Q2 2026.
HHM Wealth Advisors sold 3,028 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $304K.
iShares 0-3 Month Treasury Bond ETF made up 0.13% of HHM Wealth Advisors's portfolio in Q2 2026, its #67 holding.
HHM Wealth Advisors first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
HHM Wealth Advisors's iShares 0-3 Month Treasury Bond ETF position peaked at $2.84M in Q1 2025.
429 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.